Inactive

Joel Daniel Kendall

Composition Wealth, LLC

Los Angeles, CA

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Current Employers

Composition Wealth, Llc

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2023-12-21

IL RA
APPROVED

Since 2023-12-21

Branch Locations

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Chicago	IL	04/2012	12/2016
Advisory Partners, Llc	Chicago	IL	12/2016	12/2023
Composition Wealth, Llc	Chicago	IL	12/2023	Present

04/2012 → 12/2016

Ubs Financial Services Inc.

Chicago, IL
12/2016 → 12/2023

Advisory Partners, Llc

Chicago, IL
12/2023 → Present

Composition Wealth, Llc

Chicago, IL

Previous Registrations

2016-12-12 → 2023-12-22

Advisory Partners, Llc

Chicago, IL
2012-04-05 → 2017-01-06

Ubs Financial Services Inc.

Chicago, IL
2007-07-05 → 2012-04-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
2003-04-15 → 2007-07-10

Oppenheimer Asset Management

New York, NY
2003-01-03 → 2003-04-15

Oppenheimer & Co. Inc.

Chicago, IL

Chicago, IL
2001-06-01 → 2003-01-03

Cibc World Markets Corp.

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-05-17
S63	Uniform Securities Agent State Law Examination	1988-01-20

S66 Uniform Combined State Law Examination

2001-05-17
S63 Uniform Securities Agent State Law Examination

1988-01-20

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC

WESTMOUNT PARTNERS, LLC

GIDEON CAPITAL, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TLG ADVISORS, INC.

NORTHERN TRUST SECURITIES, INC.

NUVEEN ASSET MANAGEMENT, LLC

WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST

DIMITRI JIMMY KRIKELAS

CHRISTOPHER MILES WERNER

Sarah Mushtaq Chhotani

Olivia R DiNapoli

Natalie Jeanne-Marie Glover

JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA

WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA

GIDEON CAPITAL, LLC · LOS ANGELES, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA

TLG ADVISORS, INC. · Los Angeles, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA

NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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